How We Convert Walk-in Suppliers To Actual Supplier

“Convert to supplier” means in the future, if the walk-in supplier were to be converted to an actual supplier, then we can go to this option; given in blue font is “Convert to supplier.” 

Click on the “Convert to supplier” option. 

Click on the convert to supplier option. 

Once you click on it, it shows you a new page. There are some expandable sections given here.

The first section belongs to Walkin’s supplier details. The system automatically added information to it. 

Basic Information 

• First you have the basic information section; click on the drop-down button located at the left side of the bar. 

• Enter the walk-in supplier’s company name. e.g. ABC tower LLC 

• Click and select the legal status of the walk-in supplier’s company. E.g., LLC, government, partnership, enterprise, etc. 

• Click and select the nature of the company. E.g., software development. 

• Enter company contact number. e.g. +971 0 000 0000 

• Enter the email address of the company. E.g., abctower@gmail.com. 

• Enter the website of the company. E.g., www.abctower.com. 

Contact Person Details 

Click on Contact Person Details. 

In this section you will enter walk-in supplier information. That individual’s information, who is responsible for communication. 

• You will have a Contact Person section; click on the drop-down menu and fill in the details. 

• Enter the first name of the walk-in supplier. E.g., AB 

• Enter the last name of the walk-in supplier. E.g., C. 

• Enter the designation of the walk-in supplier, e.g., CEO, CCO, etc. 

• Enter the email of the walk-in supplier. E.g., abctower@gmail.com. 

• Enter the contact number of the walk-in supplier. E.g., +97100000000

• Enter the other person’s contact number too. E.g., +9710000000

Click on “Bank Detail.” 

In this section you will add bank details of the walk-in supplier’s company. 

• You will have a bank details option given in this section; click on the drop-down and fill in the details. 

• Enter the client account title name, e.g., the company’s name, e.g., ABC Trading of the Metropolis Tower. 

• Sort the code/branch code given by the client. e.g., 0123456 

• Enter account number, e.g., 0102000000000. 

• Enter IBAN number, e.g., AE0100000000000. 

If a user is not dealing with bank information or does not require this section, the system provides default general data (dummy data) for convenience. 

This default data helps users proceed with payment procedures smoothly without the need to manually enter bank details. It ensures that the workflow remains uninterrupted while still allowing users to update the information later if needed. 

Click on “Addresses.” 

You will have an address section; this section is mandatory to submit this form. Click on the drop-down and fill in the details. In this section you will add the address of the supplier’s company. 

Here you have three types of addresses. 

Default address

Delivery Address (Place of Supply) 

Billing Address 

1. Default address 

This is the primary or registered address of the supplier. 

• Enter Building/House Number or Name, e.g., ABC Tower LLC. 

• Enter the correct postal/zip code in it. E.g., 12345. 

• Enter the address lines 1 & 2, e.g., add floor name, street name, block, building name area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name. e.g., Dubai 

• Select or type the state or province. E.g., Dubai 

• Choose the country from the dropdown list. E.g., UAE 

2. Billing Address 

This is the address where the purchase or billing documents are sent. 

Same as above. 

• Checkbox: “Same as Delivery Address”  

Tick this if the billing address is identical to the delivery address; it will auto-populate automatically. 

• Checkbox: “Same as Default Address” 

Use this if billing is identical to the default address. 

If not identical, then enter like this as given below. 

• Enter Building/House Number or Name, e.g., ABC tower LLC 

• Enter the correct postal/zip code in it. E.g., 123456. 

• Enter the address lines 1 & 2, e.g., add floor name, street name, block, building name area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name. e.g., Dubai 

• Select or type the state or province. E.g., Dubai 

• Choose the country from the dropdown list. E.g., UAE 

• Once you’ve filled in all the details, then click on the submit button. 

• You will land on the front screen of the supplier window. 

• Here you can see a new supplier account would be displayed on the front screen. 

• By clicking on it, you can recheck details and add more information in it.